Market Leader (Fintech)

TL;DR

Market Leader (Fintech): Building and managing long-standing relationships with intermediary clients to drive the adoption of investment products with an accent on consultative sales and territory growth. Focus on developing data-driven client segmentation strategies and delivering expert-level product presentations to financial advisors.

Location: Must be based in Seattle, Washington. Role requires a hybrid work schedule with at least four days per week in the office.

Salary: $70,000–$75,000 per year (plus incentive pay).

Company

hirify.global is a leading independent global investment firm dedicated to providing a wide range of investment strategies and vehicles to clients worldwide.

What you will do

• Develop and grow profitable relationships with intermediary clients to maximize wallet share.
• Act as a consultant to identify client needs and provide insight-based education and portfolio construction consultations.
• Execute a data-driven client segmentation strategy for the assigned territory.
• Deliver product presentations via telephone, WebEx, office visits, and industry conferences.
• Implement a strategic travel rotation to cover boutique firms and non-metropolitan clients.
• Partner with the Division Sales Manager to align territory sales plans with broader division goals.

Requirements

• Series 7 and 63 licenses required.
• Five or more years of sales experience in marketing investment products to financial advisors.
• Undergraduate degree or equivalent work experience.
• Technical expertise in mutual funds, ETFs, SMAs, and capital markets.
• Strong presentation, interpersonal, and listening skills.
• Digital and data-driven mentality for business planning.

Nice to have

• CFA, CIMA, or similar professional certification.

Culture & Benefits

• Comprehensive health and wellbeing benefits.
• 401(k) matching up to 6% with discretionary supplemental contributions.
• Flexible paid time off.
• Parental leave benefits.
• Employee stock purchase plan.